Individual and Trust Tax
Consistent with our mission to provide the highest quality tax and investment advice to individuals and their closely held businesses, Reilly, Fisher & Solomon stands ready to leverage the collective century of experience of its principals obtained through service at large multinational accounting and tax firms, combined with the personal touch and attention to detail that only a small firm can provide. In today’s rapidly changing environment with a myriad of tax law changes and sunset provisions, personal and trust taxation has never been so complicated and as such the need to seek professional assistance to develop a comprehensive tax and financial plan has never been greater.
Our team of tax, investment, estate and retirement advisors work to develop a long term tax strategy based upon your unique circumstances. We conduct a comprehensive examination of the ways you currently earn income, your mix of investments, your retirement plans, and your estate planning goals. With a comprehensive strategy in place, you will have peace of mind knowing that each return is prepared by our tax specialists with partner reviews. In designing a tax plan for you and your family, we help you examine:
Our six shareholders have combined experience of well over 160 years in public accounting, mostly served at large multinational firms. We are, altogether, thirteen CPAs, two CFPs, three Personal Financial Specialists (“PFS”), and two Chartered Financial Analysts. This gives us a strong financial background in assisting any client with their estate planning, financial planning, investment and individual tax needs.